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Technology Stocks : Will SUNW bring down MSFT?

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To: Daniel Schuh who wrote (842)11/16/1997 8:37:00 AM
From: pragat  Read Replies (1) of 878
 
Dan:

It is becoming very apparent that JAVA is winning. It is also becoming very apparent that SUNs vision: The Network is the Computer is gaining widespread buyin.

Read today's Washington Post front page-- Rivals Unite to Combat Microsoft, 5 firms plan common platform for Internet.

Anyway, the 5 firms are: IBM, Netscape, Novell, Oracle, and SUN. The plan is to create an open architecture, and products to support that architecture. This vision is based on three elements: NCs/information devices, JAVA, and CORBA. Welcome to the world of "virtual corporation" and coopetition. I strongly belive that this alliance is strategic in intent, and poses a formidable threat to Microsoft.

On a different note, a lot of the executives are supporting DOJ in their consent decree battle with Microsoft. Recently, Mitch Kapor voiced his concern on Microsoft's business principles. The debate has reached a new level at this moment in time.
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